DW PARTNERS LP Overview
Dw Partners Lp is an investment advisor that manages 11.9 BN dollars in regulatory AUM and has 54 employees, of which 39 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/10 to 03/31/19. The fund's latest filing disclosed 81MM in positions, representing 1% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/10 to 03/31/19. The fund's latest filing disclosed 81MM in positions, representing 1% of the manager's regulatory AUM.
DW PARTNERS LP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DW PARTNERS LP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SBOW | 52.92% | Energy | -31.4% | -14.5% | 22 | 3% | ||
| FTSI | 8.12% | Energy | -27.64% | -1.84% | 1 | 1% | ||
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FEATURED IN
DW PARTNERS LP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Andrew Rosenthal | Chief Operating Officer | January-2010 |
| David R. Warren | Limited Partner, Chief Executive Officer And Chief Investment Officer | March-2009 |
| Andrew T. Ulmer | Limited Partner And Portfolio Manager | March-2009 |
| Robert M. Clark | Limited Partner And Portfolio Manager | March-2009 |
| Shikhar Ranjan | Limited Partner And Portfolio Manager | March-2009 |
| Shawn R. Singh | General Counsel And Chief Compliance Officer | September-2011 |
DW PARTNERS LP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
DW PARTNERS LP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
(A) DW employs a combination of relative value and long/short trading strategies, particularly focusing on the corporate credit, mortgage-backed and asset-backed securities markets, though DW does trade in a variety of instruments. Depending on Client goals and objectives, DW seeks outright price appreciation of securities and relative price appreciation of a security when compared to another, and/or a high expected yield/ return. DW concentrates its Clients’ investments in developed markets. While DW trades heavily in U.S. markets, DW may also trade credit-related securities in global markets.
DW often attempts to achieve its Clients’ investment goals by identifying catalysts that DW believes will yield price appreciation over a foreseeable time period. Some of the catalysts DW seeks to identify include corporate earnings, corporate events, company d...
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(A) DW employs a combination of relative value and long/short trading strategies, particularly focusing on the corporate credit, mortgage-backed and asset-backed securities markets, though DW does trade in a variety of instruments. Depending on Client goals and objectives, DW seeks outright price appreciation of securities and relative price appreciation of a security when compared to another, and/or a high expected yield/ return. DW concentrates its Clients’ investments in developed markets. While DW trades heavily in U.S. markets, DW may also trade credit-related securities in global markets.
DW often attempts to achieve its Clients’ investment goals by identifying catalysts that DW believes will yield price appreciation over a foreseeable time period. Some of the catalysts DW seeks to identify include corporate earnings, corporate events, company d...
Unlock Full Investment Process Description
DW PARTNERS LP Portfolio Concentration
DW PARTNERS LP Location
590 MADISON AVENUE
9TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
9TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
DW PARTNERS LP Contact Information
Phone Number: 212-751-6100
Fax Number: 212-486-2326
Website: http://www.dwpartners.com
Fax Number: 212-486-2326
Website: http://www.dwpartners.com
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